Quiz Your Advisor – Part 1


We hope your week is off to a great start!

Every other week on SGL Radio, we will discuss topics such as retirement, income planning, money saving tips, taxes, market updates, trends and much more!

Are you looking to meet with a financial advisor? Let’s get you prepped with some important questions you need to ask and point out what you should be looking for as an answer!

Our third podcast features:

  • Q1: How do you get paid?
  • Q2: How do you describe your investment approach?
  • Q3: Are you a true Fiduciary?
  • Q4: Do you have particular strengths & specialties?
  • Part 2 will cover more!